Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
COLUMN CAPITAL ADVISORS LLC | Stock | 2301 | $184,086 | 674 | 0.00 | 0.00 | -3 | -0.44 | 09-30-2023 |
MCDONALD PARTNERS LLC | COM | 2302 | $241,197 | 674 | 0.00 | 0.00 | -11 | -1.61 | 03-31-2024 |
CASCADE FINANCIAL PARTNERS LLC | COM | 2303 | $229,858 | 672 | 0.00 | 672 | +Inf | 03-31-2024 | |
CRA FINANCIAL SERVICES LLC | COM | 2304 | $240,489 | 672 | 0.00 | 672 | +Inf | 03-31-2024 |